Job Responsibilities:
- Drive key business management functions including project management, analysis of sales/management reporting and ad-hoc requests. Support production and delivery for required material for Sales cadences
- Produce presentations, analysis and supporting materials for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
- Create, maintain and review financial models and analyses (both recurring and ad-hoc) and play active role in Identify areas for continued process improvement. Utilize dashboarding efforts and automation tools such as Alteryx to improve efficiency.
- Conduct "deep dive" analysis on key issues impacting client to determine root cause and propose solutions
- Assisting with key business management functions including project management, analysis of sales/management reporting and ad-hoc requests. Support production and delivery for required material for Sales cadences
- Create, maintain and review financial models and analyses (both recurring and ad-hoc)
- Conduct "deep dive" analysis on key issues impacting the business to determine root cause and propose solutions
- Play active role in Identify areas for continued process improvement - dashboarding efforts and utilizing automation tools such as Alteryx to drive efficiency
- Provide guidance and support to junior team members to achieve common goals
Required qualifications, capabilities, and skills
- Minimum of Bachelor’s degree in Finance, Economics, Accounting or other related discipline
- Minimum of 5 years of experience in finance, business management or strategy roles in the financial services industry
- Sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, ability to manage multiple tasks simultaneously, and comfortable with changing priorities
- Ability to comprehend complex concepts and issues quickly with a curious mindset to dig for the answers, and maintain composure in a fast-paced, dynamic environment
- Strong technical and analytical skills, including Excel, PowerPoint, and macros with extensive experience in navigating multiple data sets and synthesize into cohesive presentation and recommendations
- Team oriented, critical thinker who anticipates questions from internal clients and senior management
- Proactive and results-oriented, with the ability to manage multiple priorities in a dynamic environment
- Excellent verbal and written communication skills to present updates, requests, ideas and other communications in a professional, clear and concise manner
Preferred qualifications, capabilities, and skills
- Experience working with Tableau, Alteryx and knowledge of data visualization tools such as Qliksense
- Investment/Commercial banking or management consulting experience
- Able to quickly shift gears and work on projects of varying nature with individuals across different regions, levels and functions
- CFA and/or CPA qualification is a plus